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GA-0005

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GA-0005

Scenario

Test a join, separate, and decease request

Test Case Id

GA-0005

Test Case Description

Join Contact Utility

Notes

 

Dependency

GA-0008

Reviewed by (business) & approved date

 Ana Simic 3/11/22

Automation (AccelQ)

automated

 

Action

Data

Expected Result

Enter the URL

https://sydneyuni-adv--bluesky.sandbox.lightning.force.com/

 

Enter username

 

 

Enter Password

 

 

Click on Log in to Sandbox

 

Successful Login

If not in the Affinaquest app, go to app launcher and type in Affinaquest in the search bar

 

 

Once in Affinaquest app, go to Gear Icon

 

 

Click on Set up - Blue icon

 

 

Click on Users tab

 

 

Click on Users

 

 

Click on login against the user ( GA User) having all permissions

Ana Simic

 

Click on Contacts tab

 

 

select a contact

choose one contact

 

from the menu click "Lightning Contact Utilities

 

Lightning Contact Utilities screen pops up

Click "Join" Button

 

 

Seacrch another contact to join

Select another contact to join

 

click the first Move tick box of one side

 

all boxes below automatically ticks

untick the “Conversion Id”

 

 

Click Next Button

 

 

 

 

 

Click Next Button

 

 

Make legal credit 50 for first contact and 50 for the second

 

 

Select new Account Relationship for both contacts

i.e. Primary and Secondary

 

 

 

 

Click Next Button

 

Confirmation pops up

click Ok button

 

A new Account is created
Contacts are moved to the new Account – all related objects to Contact move
Old Accounts remain and become INACTIVE and thus are not available in gift entry
All gifts are moved to the new Account

Logout of the User

 

 

Close the Browser

 

 

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